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Legacy Capital Wealth Partners’s MarineMax HZO Stock Holding History

Legacy Capital Wealth Partners’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,007
Closed -$279K – 335
2024
Q1 		$279K Buy
+10,007
New +$321K 0.2% 93

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State Street
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BBCM
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LCS
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Capital Wealth Partners's HZO Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of MarineMax (HZO) in Q2 2024, closing a stake of 10,007 shares — an estimated $279K sold.

Legacy Capital Wealth Partners first reported a position in HZO in Q1 2024 and held it in 1 quarter. The position peaked at $279K in Q1 2024. 148 funds tracked by Wall St. Rank hold HZO as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining MarineMax position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 10,007 MarineMax shares in Q2 2024, an estimated $279K.
  • Legacy Capital Wealth Partners first reported a position in MarineMax in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's MarineMax position peaked at $279K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held MarineMax as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.